Forza Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $666K | Hold |
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|
2025
Q2 | $617K | Hold |
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|
2025
Q1 | $589K | Hold |
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|
2024
Q4 | $636K | Buy |
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|
2024
Q3 | $533K | Hold |
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|
2024
Q2 | $497K | Hold |
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|
2024
Q1 | $522K | Sell |
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|
2023
Q4 | $606K | Buy |
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|
2023
Q3 | $334K | Buy |
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|
2023
Q2 | $313K | Buy |
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|
2023
Q1 | $275K | Buy |
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|
2022
Q4 | $267K | Buy |
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